CC
CFA
CC
CFA

Christopher Crawshaw

19 Years of Experience
Chicago, IL

Christopher Crawshaw is a CFA-designated registered investment advisor at Advisory Research INC, based in Chicago, IL, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 293 clients with $720M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
293 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$721.5M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees for separately managed accounts generally range up to 1.00%. ARI reserves the right to negotiate the fee with all its clients and charge a higher or lower fee than the fee described. In addition to an asset-based fee, ARI may also charge a performance-based fee on some accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

180 N Stetson Avenue, Suite 5500, Chicago, IL, 60601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is the CEO and manager of Church Street Advisors, LLC, a general consulting firm. He dedicates a few hours per week to providing marketing and operating consulting services, primarily related to marketing.

Employment History
Current Registrations
Advisory Research INC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Alamar Capital Management, LLC
March 2020 - March 2024 · 4 yrs
S F Sentry Securities, INC.Broker
April 2018 - December 2018 · 8 mos
Piper Jaffray & CO.Broker
January 2011 - December 2017 · 6 yrs 11 mos
Advisory Research INC
August 2007 - March 2018 · 10 yrs 7 mos
Syndicated Capital, INC.Broker
December 1999 - November 2001 · 1 yr 11 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Crawshaw - Financial Advisor | TrueAdvisor